Spire Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.3K | Sell |
425
-50
| -11% | -$5.21K | ﹤0.01% | 1248 |
|
|
2025
Q1 | $51.7K | Buy |
475
+45
| +10% | +$4.9K | ﹤0.01% | 1268 |
|
|
2024
Q4 | $40.4K | Buy |
430
+28
| +7% | +$2.63K | ﹤0.01% | 1356 |
|
|
2024
Q3 | $38.6K | Sell |
402
-280
| -41% | -$26.9K | ﹤0.01% | 1211 |
|
|
2024
Q2 | $53.5K | Buy |
682
+107
| +19% | +$8.4K | ﹤0.01% | 1094 |
|
|
2024
Q1 | $47.2K | Sell |
575
-1,205
| -68% | -$98.9K | ﹤0.01% | 1237 |
|
|
2023
Q4 | $142K | Sell |
1,780
-100
| -5% | -$8K | ﹤0.01% | 883 |
|
|
2023
Q3 | $151K | Buy |
1,880
+23
| +1% | +$1.85K | 0.01% | 803 |
|
|
2023
Q2 | $164K | Buy |
1,857
+3
| +0.2% | +$265 | 0.01% | 786 |
|
|
2023
Q1 | $176K | Buy |
1,854
+349
| +23% | +$33.1K | 0.01% | 772 |
|
|
2022
Q4 | $141K | Buy |
1,505
+273
| +22% | +$25.6K | 0.01% | 639 |
|
|
2022
Q3 | $110K | Sell |
1,232
-563
| -31% | -$50.3K | 0.01% | 680 |
|
|
2022
Q2 | $181K | Sell |
1,795
-2,248
| -56% | -$227K | 0.01% | 805 |
|
|
2022
Q1 | $404K | Sell |
4,043
-3,536
| -47% | -$353K | 0.01% | 633 |
|
|
2021
Q4 | $736K | Buy |
7,579
+223
| +3% | +$21.7K | 0.02% | 574 |
|
|
2021
Q3 | $649K | Sell |
7,356
-19
| -0.3% | -$1.68K | 0.02% | 526 |
|
|
2021
Q2 | $656K | Sell |
7,375
-2,051
| -22% | -$182K | 0.02% | 539 |
|
|
2021
Q1 | $881K | Buy |
+9,426
| New | +$881K | 0.02% | 483 |
|